by Jon Sevenker | Mar 24, 2020 | P&A Articles
Out of an abundance of caution for the health and safety of our clients, team members, and community, we have taken several steps to protect you and ourselves from the spread of the novel coronavirus that causes COVID-19. In taking these actions, we are maintaining...
by Jon Sevenker | Feb 28, 2020 | P&A Articles
This week has been a tough one. Markets went from all-time highs to correction territory (down 10%) in just six trading days. Rarely will you see money taken away so quickly. And since our personal monies are invested in the same stocks, bonds, mutual funds, and...
by Jon Sevenker | Jan 22, 2020 | Books, Just for Fun, P&A Articles
Super Pumped: The Battle for Uber By Mike Isaac For those of you who read Bad Blood by John Carreyou, Super Pumped is of a similar vein (pun intended). The former is a story about a visionary founder who refused to accept that her revolutionary product simply didn’t...
by Jon Sevenker | Jan 15, 2020 | P&A Articles
One of Wall Street’s most famous sayings is “cut your losses and let your profits run.” In reality, many investors do the opposite, selling winners too early and holding onto losing positions too long (what’s known as the disposition effect). Behavioral finance...
by Jon Sevenker | Jan 2, 2020 | P&A Articles
Just before Christmas 2019, Congress passed and the president signed the SECURE Act, the most significant update to retirement law in over a decade. Here are the five biggest implications: Elimination of Stretch IRAs for non-spouse inheritors: Beginning in...
